LONDON (AP) — The Bank of England held its main interest rate at 3.75% on Thursday as the sharp oil and gas price hikes following the start of the Iran war have stoked renewed concerns about inflation. The decision was widely anticipated after the United States and Israel started bombing Iran less than three weeks ago. All nine members of the Monetary Policy Committee voted to keep borrowing costs on hold, the first unanimous decision for more than four years. Until the war erupted on Feb. 28, it was a ...

货币政策决议 - 美联储于10月29日决定将目标利率下调25个基点至2.25% [1]

货币政策立场 - 波士顿联储主席Susan Collins支持近期降息，但对未来降息幅度持谨慎态度，认为适度限制性的政策立场仍然合适 [1][3] - 政策制定者使用“适度限制性”来描述当前政策，旨在抑制增长和通胀，同时关注就业增长放缓及失业率逐渐上升 [3] - 市场定价显示联邦公开市场委员会几乎确定将在10月会议上批准再次降息 [7] 经济风险评估 - 政策制定者指出存在通胀上行和劳动力市场疲软的双重风险，使官员保持警惕 [2] - 与几个月前相比，来自劳动力市场的通胀压力空间减小，通胀上行风险更为有限 [4] - 美联储理事Philip Jefferson认为就业风险偏向下行，而通胀风险偏向上行，美联储的双重使命均面临压力 [6] 未来政策路径 - 在9月会议上，政策制定者勉强暗示今年可能再进行两次降息，这一预期已反映在市场定价中 [4] - 政策制定者面临政府可能停摆的挑战，劳工部表示在僵局持续期间将停止就业数据的收集和发布 [5] - 是否在今年进一步适度降息将取决于数据表现，需要数据来证明其合理性 [4]